Improve your sales with a visual sales tracking tool
If you're still using an opportunity tracking spreadsheet template to help you with customer relationships and sales forecasting, you aren't getting the benefits of visual sales tracking that helps you segment your activities by importance and dollar value. Have you considered trying a more visual sales tracking tool? Seeing a visual dashboard on a daily basis could be much better than an opportunity tracking spreadsheet template you're currently using.
An opportunity tracking spreadsheet template doesn't help you manage your time
When all you're using is a long list of fragmented information, this doesn't help you with time management. In fact, many people who use an opportunity tracking spreadsheet template for customer relationship management are often trying to play catch-up and don't know what it's like to be proactive rather than reactive. A lot of time is spent reacting instead of planning. And an opportunity tracking spreadsheet template isn't secure, either. It'd be very easy to lose all of your information. What would that do to your productivity?
The importance of a good CRM tool
A good customer relationship management tool helps you be better at serving your customers in the funnel. An opportunity tracking spreadsheet template that you use today doesn't really help you do that. Sure, it provides you with a list of information but it doesn't do very much else, does it? A sales funnel's stages can be better tracked using a CRM tool that's automated. This helps you manage the sales process and manage all your clients, too.
How do you upgrade an opportunity tracking spreadsheet template to a better solution?
Zendesk Sell is a simple customer relationship management tool with excellent sales pipeline tracking and reporting features that you can implement today. It will help you track, manage, and share data that can help you do better at following up and being more proactive instead of working in reaction mode. There's nothing to download, nothing to pay, and it's easy to use. And unlike an opportunity tracking spreadsheet template, it's also secure.